At Culpepper CPA, we believe good financial guidance should be proactive, strategic, and centered around long-term goals. For years, clients have trusted us to provide tax and accounting advice to help make informed financial decisions. Along the way, many have also asked for guidance in other important areas of their financial lives — most notably retirement planning, investment management, and long-term wealth strategy.
That is why we are excited to announce the launch of Culpepper Wealth Management – an expansion of our services designed to provide comprehensive financial advisory and wealth management solutions alongside the audit, tax, accounting, and business advisory solutions our clients already know and trust.
A More Integrated Approach to Wealth Management & Financial Planning
We created Culpepper Wealth Management through a partnership between Culpepper CPA and Visionary Horizons, LLC, the Registered Investment Advisor firm under which Culpepper Wealth Management will operate. Our goal is simple: to create a more coordinated and efficient financial experience for our clients. Too often, separate professionals handle tax planning and investment management with little communication between advisors. While common, this fragmented approach can often lead to missed opportunities, duplicated efforts, avoidable tax consequences, and financial strategies that are not fully aligned. Combining these services through a coordinated advisory relationship allows clients to make financial decisions with greater clarity and confidence.
Services Available Through Culpepper Wealth Management
Through this expanded platform, clients now have access to a broad range of financial advisory services, including:
- Retirement planning
- Investment management
- Financial planning and goal setting
- Tax-efficient investment strategies
- Estate and legacy planning coordination
- Risk management and insurance analysis
- Ongoing wealth management and advisory services
We designed this approach to align investment and financial planning decisions with each client’s overall tax and financial picture — not treat them as separate conversations.
The Benefits of Coordinated Financial Guidance
When tax and wealth planning professionals work together, clients often benefit from:
- Better Tax Efficiency – Investment decisions can have significant tax implications. Coordinated planning helps identify opportunities to reduce unnecessary tax exposure and improve after-tax outcomes.
- More Proactive Planning – Financial planning should not happen only once a year. An integrated approach allows for more timely conversations and year-round strategic guidance.
- Improved Communication – Clients no longer have to serve as the intermediary between multiple advisors. Collaboration between professionals creates a smoother and more efficient experience.
- Greater Convenience – Having trusted advisors working together simplifies the financial planning process and creates greater continuity across all aspects of a client’s financial life.
Introducing Katherine Stellflue
We are also proud to introduce Katherine Stellflue as Senior Financial Advisor of Culpepper Wealth Management. Katherine is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Portfolio Management Advisor®. She has over 26 years of experience in the financial planning and wealth management industry. Katherine is passionate about helping individuals, families, and business owners pursue their financial goals with personalized care and strategic guidance. She believes in building lasting relationships and empowers her clients to create meaningful legacies across generations. With her client-centered approach, Katherine combines strong technical knowledge with the ability to clearly communicate complex financial concepts. We are very excited to have Katherine on board and have already seen how much value she brings to our clients.
Looking Ahead
The launch of Culpepper Wealth Management represents an exciting new chapter for our firm and reflects our ongoing commitment to providing meaningful value to the individuals, families, and businesses we serve. While our commitment to exceptional tax and accounting services remains unchanged, we are proud to now offer a more comprehensive approach to financial guidance and long-term planning. We are grateful for the trust our clients continue to place in us and look forward to helping all of them navigate every stage of their financial journey.
If you would like to learn more about Culpepper Wealth Management or schedule a conversation with Katherine, we would welcome the opportunity to connect.
Securities offered through Charles Schwab & Co, Inc., Member FINRA/SIPC. Investment Advisory services offered through Culpepper Wealth Management, a trade name of Visionary Horizons, LLC, a registered investment advisor. Client assets are custodied at Charles Schwab & Co., Inc. (“Schwab”). Culpepper Wealth Management and Schwab are unaffiliated entities. Securities are Not FDIC Insured and may lose value, including loss of principal. Accounts are not insured by any state or federal agency.
